Jeremy Heavey
Financial Advisor @Rose Street Advisors
Signup · Get unlimited contacts
WORK HISTORY
Financial Advisor @Rose Street Advisors
Kalamazoo, MI, US
Leads the Wealth Management team to partner with individuals and families to identify what is important in their lives. Then creates, implements and monitors a comprehensive financial strategy to help them reach their life goals. Serves in a fiduciary capacity ensuring that the firm is always recommending strategies, specific investments and plans that are in the client\'s best interest. Advises clients on setting up and executing short, medium and long term investments for ongoing cash flow needs, college, retirement, philanthropy and legacy planning.
EDUCATION
Hong Kong Baptist University
Study Abroad Program, International Business & Entrepreneurship
Harvard Business School
Certificate Disruptive Strategy
Taylor University
B.A., Business Administration, Specialized in International Business
SKILLS
ABOUT JEREMY HEAVEY
Experienced, relational, curious, creative advisor who finds great joy in discovering what is most important to clients and developing and executing a comprehensive financial plan to pursue their goals! Opportunities I love to discuss with clients/potential clients:1.) I have an advisor but would just love a second opinion to review my current plan and path to pursue my goals.2.) I have heard there are a lot of different ways to save for college, what way makes most sense for me?3.) Are my investments performing consistent with the market? 4.) How do I preserve the wealth I have earned and draw on it during retirement years?5.) I just sold my business or just got an inheritance (life insurance proceeds, wealth passed to me from my parents/grandparents) and I would love to view options for my specific situation.6.) I would love to pass wealth to my kids but know that future generations typically spend the wealth they have inherited. What can I do in order to reduce that risk and increase the probability of future generations preserving it?7.) I just left my job after a number of years and have a big balance in my 401k. What do I do with it?8.) I would love to be generous with my money but how do I do that in a tax efficient manner?9.) I am a big DIYer and like to manage my Investment strategy myself but would love a second opinion.Contact me for a complimentary consultation!Investment Advisory Services Offered Through M Holdings Securities, Inc. A RegisteredInvestment Adviser, Member FINRA/SIPC. Rose Street Advisors, LLC is independentlyowned and operated.Third-party posts found on this profile do not reflect the views of M Holdings Securities,Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M HoldingSecurities as to accuracy or completeness.This material and the opinions voiced are for general information only and are notintended to provide specific advice or recommendations for any individual. Todetermine what is appropriate for you, please contact me directly or consult anotherqualified professional.The testimonials/recommendations used may not be representative of the experiencesof other clients, and they are not indicative of future performance or success.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.